Planning Matters

We share our expert knowledge and advice because it’s the right thing to do.

Decoding Social Security Updates for 2024

There’s no denying Social Security plays a key role when we talk about retirement planning with our clients. That’s why we wanted to share this...

Nov 29, 2023

In our third and final part of our How Do I Help My Aging Parents? series, we discuss steps you can take to help safeguard their financial...

Nov 15, 2023

In part two of How Do I Help My Aging Parents? A Three-Part Guide to Navigating End-of-Life Planning, we discuss steps related to helping parents...

Nov 7, 2023

Welcome to our three-part series on a challenging and important topic - helping your aging parents navigate end-of-life planning. As financial...

Nov 1, 2023

On October 9, the Oregon Department of Revenue confirmed Oregon taxpayers will receive part of a record-breaking $5.6 billion kicker state tax...

Oct 16, 2023

As we look back at the third quarter of 2023 and ahead to the fourth, let’s review how various markets fared, and dig into what a potential soft...

Oct 12, 2023